Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,687 institutions that hold shares in the stock, with a total of 855 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
32,187
shares
|
$1.04 Million
1.25% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
31,861
shares
|
$1.03 Million
0.49% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
31,444
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
31,108
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
31,040
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
30,903
shares
|
$996,930
0.56% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
30,870
shares
|
$995,866
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
30,824
shares
|
$994,382
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
30,821
shares
|
$994,285
0.52% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
30,664
shares
|
$989,220
0.29% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
30,661
shares
|
$989,123
0.03% of portfolio
|
Q3 2025
Added 26.76%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
30,649
shares
|
$988,736
0.17% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
30,648
shares
|
$988,704
0.03% of portfolio
|
Q3 2025
Added 89.51%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
30,644
shares
|
$988,575
0.04% of portfolio
|
Q4 2024
Added 241.97%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
30,364
shares
|
$979,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
30,228
shares
|
$975,155
0.05% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
29,938
shares
|
$965,799
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
29,927
shares
|
$965,445
0.1% of portfolio
|
Q1 2025
Added 316.35%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
29,853
shares
|
$963,057
0.24% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
29,851
shares
|
$962,993
0.44% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
29,851
shares
|
$962,993
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
29,832
shares
|
$962,380
0.18% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,581
shares
|
$954,283
1.39% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
29,574
shares
|
$954,057
0.18% of portfolio
|
Q4 2025
Added 4.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
29,504
shares
|
$951,799
2.18% of portfolio
|
Q4 2023
Added 0.44%
|
|